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iShares US Utilities ETF
IDU

175 hedge funds and large institutions have $308M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $313M → $308M (-$5.29M)

2.78% less ownership

Funds ownership: 82.63% → 79.84% (-2.8%)

5% less funds holding

Funds holding: 184 → 175 (-9)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
69
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.2M
2
CCT
Country Club Trust
Missouri
+$6.82M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.83M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M
5
DWM
Destination Wealth Management
California
+$1.35M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.67M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.73M
4
Wells Fargo
Wells Fargo
California
-$3.81M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K – – –
SWA
152
Sutton Wealth Advisors
Florida
$15.2K – – –
IWP
153
IAG Wealth Partners
Wisconsin
$15K -$7.63K -104 -34%
AA
154
Ancora Advisors
Ohio
$15K – – –
AIM
155
Anchor Investment Management
South Carolina
$14.6K – – –
TFS
156
TrustCore Financial Services
Tennessee
$14K – – –
SFPG
157
Stonebridge Financial Planning Group
Florida
$13K -$11K -150 -47%
GRP
158
Global Retirement Partners
California
$13K – – –
ME
159
McIlrath & Eck
Washington
$12K – – –
CA
160
Clearstead Advisors
Ohio
$11K +$147 +2 +1%
SC
161
SouthState Corp
Florida
$11K +$11K +150 New
1IA
162
1834 Investment Advisors
Wisconsin
$8K – – –
First Manhattan
163
First Manhattan
New York
$8K – – –
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
TIM
165
Tortoise Investment Management
New York
$7K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$6K – – –
MAWCM
167
Mine & Arao Wealth Creation & Management
California
$6K +$6.46K +88 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$5K – – –
JHCP
169
Jackson Hole Capital Partners
Oklahoma
$5K – – –
PB
170
Pinnacle Bancorp
Nebraska
$5K +$4.55K +62 New
CAAS
171
Capital Asset Advisory Services
Michigan
$3K – – –
CFA
172
Carroll Financial Associates
North Carolina
$3K – – –
HR
173
Howe & Rusling
New York
$2K +$2.35K +32 New
VCM
174
Versant Capital Management
Arizona
$1K – – –
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$345 -$70.7K -964 -18%
4 5 6
7
8

IDU Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Utilities ETF (IDU) for Q3 2020, worth a combined $308M — down 1.7% from $313M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IDU and 11 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 40 added.

The largest buyer was Bank of New York Mellon, adding an estimated $15.2M. The largest seller was Bank of America, cutting an estimated $9.67M.

  • 175 institutional investors held iShares US Utilities ETF (IDU) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $308M of iShares US Utilities ETF stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 11 funds opened new iShares US Utilities ETF positions in Q3 2020 and 18 closed out, a net change of -7 holders.
  • The largest iShares US Utilities ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $15.2M added.
  • The largest iShares US Utilities ETF seller in Q3 2020 was Bank of America, an estimated $9.67M sold.

Based on aggregated 13F filings for Q3 2020.